Due Diligence Guide · Moving Company

Due Diligence Guide: Buying a Moving Company

A structured framework for evaluating fleet condition, DOT compliance, earnings quality, and customer risk before acquiring a $1M–$5M moving business.

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Acquiring a lower middle market moving company requires disciplined review of asset-heavy balance sheets, regulatory compliance, and seasonal cash flow patterns. This guide walks buyers through the critical diligence phases specific to truck-based moving operations, from fleet appraisal to FMCSA records.

Moving Company Due Diligence Phases

01

Financial & Earnings Quality Review

Validate normalized EBITDA by recasting owner compensation, add-backs, and identifying revenue concentration or seasonality risks embedded in the P&L.

Recast three years of financials and normalize owner compensationcritical

Identify all owner draws, personal expenses, and non-recurring costs. Moving company owners often run vehicles, fuel, and family payroll through the business, distorting true EBITDA.

Analyze seasonal revenue distribution by monthcritical

Confirm whether 60%+ of revenue falls in summer months. Heavy seasonality increases working capital needs and complicates debt service coverage under SBA loan structures.

Review customer concentration across residential, commercial, and corporate accountsimportant

Flag any single account exceeding 20% of revenue. Corporate relocation or military contracts add predictability but create contract-loss risk if not assignable post-close.

02

Regulatory, Licensing & Liability Assessment

Confirm all DOT, FMCSA, and state operating authorities are current, transferable, and free of violations that could expose the buyer to fines or operational shutdown.

Pull FMCSA Safety Measurement System scores and DOT inspection historycritical

Review carrier safety ratings, out-of-service orders, and violation patterns. Prior DOT violations can affect insurability and signal systemic driver or vehicle management issues.

Audit worker classification for all drivers and moving crewscritical

Misclassified independent contractors create IRS liability and state labor exposure. Many moving companies use 1099 labor improperly, and buyers inherit that risk at close.

Verify state-level moving authority, tariff filings, and local business licensesimportant

Interstate movers require FMCSA authority; intrastate operators need state PUC permits. Confirm all licenses are transferable or re-issuable to the acquiring entity without interruption.

03

Fleet, Assets & Operational Review

Assess the physical condition, book value, and near-term capital requirements of the truck fleet, equipment, and any owned or leased storage facilities included in the transaction.

Commission an independent fleet appraisal and review maintenance logscritical

Obtain fair market value on all trucks. Prioritize rigs over 10 years old or above 200,000 miles. Deferred maintenance should be priced into deal terms or seller concessions.

Review cargo claims history and workers' compensation experience mod rateimportant

High cargo loss frequency signals crew training gaps. An elevated workers' comp mod rate — above 1.2 — directly increases post-close insurance costs and compresses EBITDA margins.

Evaluate dispatch systems, CRM tools, and any proprietary estimating softwarestandard

Confirm whether operational tools are owned, licensed, or tied to the seller personally. Technology gaps may require immediate post-close investment to maintain service quality and scheduling efficiency.

Moving Company-Specific Due Diligence Items

  • Confirm FMCSA operating authority (MC number) is active and will transfer cleanly in an asset purchase structure without requiring a new application or gap in operating authority.
  • Request five years of cargo damage claims data and calculate loss ratios — patterns above 2% of revenue may indicate systemic crew training or packing materials deficiencies.
  • Evaluate all corporate relocation or third-party administrator contracts (e.g., SIRVA, UniGroup referrals) for assignability clauses, volume minimums, and termination-for-change-of-ownership provisions.
  • Review fuel hedging practices or fuel surcharge billing policies — unmanaged fuel cost exposure in a fleet of 5–10 trucks can swing EBITDA by 3–5 percentage points annually.
  • Assess online reputation health across Google, Yelp, and moving-specific platforms like HireAHelper or Moving.com — a 4.5+ star average with 100+ reviews is a material value driver and lead-generation asset.

Frequently Asked Questions

What EBITDA multiples should I expect when buying a moving company?

Lower middle market moving companies typically trade at 2.5x–4.5x EBITDA. Businesses with recurring corporate contracts, modern fleets, and strong online reputations command the higher end of that range.

Can I use an SBA 7(a) loan to acquire a moving company?

Yes. Moving companies are SBA-eligible. Most deals use an SBA 7(a) loan with 10–20% buyer equity, a seller note covering the gap, and a 10-year repayment term on the bank portion.

What is the biggest risk when buying a moving company?

Fleet condition and worker misclassification are the two most common deal-killers. Aging trucks create immediate capital demands, while 1099 labor misclassification exposes buyers to retroactive IRS and state labor liability.

How important is DOT compliance in a moving company acquisition?

Critical. A poor FMCSA safety rating or unresolved DOT violations can void insurance coverage, trigger audits, and prevent the buyer from operating legally. Always pull FMCSA SMS data before issuing an LOI.

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